Altus Wealth Group LLC Top Holdings and 13F Report (2025) About Altus Wealth Group LLCInvestment ActivityAltus Wealth Group LLC has $213.54 million in total holdings as of March 31, 2025.Altus Wealth Group LLC owns shares of 133 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 16.44% of the portfolio was purchased this quarter.About 17.77% of the portfolio was sold this quarter.This quarter, Altus Wealth Group LLC has purchased 143 new stocks and bought additional shares in 61 stocks.Altus Wealth Group LLC sold shares of 53 stocks and completely divested from 15 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $26,279,501Pacer US Cash Cows 100 ETF $17,671,107VanEck Morningstar Wide Moat ETF $16,282,200Invesco S&P 500 Momentum ETF $11,763,657Invesco S&P MidCap Quality ETF $8,168,892 Largest New Holdings this Quarter 501044101 - Kroger $526,764 Holding66987V109 - Novartis $494,860 Holding94106L109 - Waste Management $228,963 Holding02209S103 - Altria Group $214,257 Holding244199105 - Deere & Company $204,167 Holding Largest Purchases this Quarter Invesco S&P 500 Momentum ETF 90,684 shares (about $8.39M)iShares Core S&P 500 ETF 11,592 shares (about $6.51M)Pacer US Cash Cows 100 ETF 111,811 shares (about $6.12M)VanEck Morningstar Wide Moat ETF 51,697 shares (about $4.55M)Invesco S&P MidCap Quality ETF 36,076 shares (about $3.30M) Largest Sales this Quarter Technology Select Sector SPDR Fund 22,799 shares (about $4.71M)iShares Russell 1000 Growth ETF 12,567 shares (about $4.54M)SPDR S&P Dividend ETF 33,176 shares (about $4.50M)iShares MSCI USA Min Vol Factor ETF 41,342 shares (about $3.87M)Schwab U.S. Mid-Cap ETF 116,518 shares (about $3.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAltus Wealth Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$26,279,501$6,513,545 ▲33.0%46,76912.3%ETFCOWZPacer US Cash Cows 100 ETF$17,671,107$6,122,770 ▲53.0%322,7018.3%ETFMOATVanEck Morningstar Wide Moat ETF$16,282,200$4,549,336 ▲38.8%185,0257.6%ETFSPMOInvesco S&P 500 Momentum ETF$11,763,657$8,391,019 ▲248.8%127,1335.5%ETFXMHQInvesco S&P MidCap Quality ETF$8,168,892$3,302,045 ▲67.8%89,2483.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,127,824$22,320 ▲0.3%87,1803.3%ETFAAPLApple$6,778,340$249,009 ▼-3.5%30,5153.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$6,390,418$4,537,710 ▼-41.5%17,6983.0%ETFMSFTMicrosoft$5,736,991$14,640 ▲0.3%15,2832.7%Computer and TechnologyBLDRBuilders FirstSource$5,624,924$568,352 ▲11.2%45,0212.6%Retail/WholesaleSCHVSchwab U.S. Large-Cap Value ETF$3,603,504$111,025 ▲3.2%135,5721.7%ETFUNPUnion Pacific$3,000,067$2,362 ▼-0.1%12,6991.4%TransportationAVGOBroadcom$2,649,152$100,293 ▲3.9%15,8221.2%Computer and TechnologyVVisa$2,542,143$23,480 ▲0.9%7,2541.2%Business ServicesSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,477,811$91,882 ▼-3.6%36,4331.2%ETFAPOApollo Global Management$2,465,331$686,480 ▲38.6%18,0031.2%FinanceNVDANVIDIA$2,286,372$213,507 ▲10.3%21,0961.1%Computer and TechnologyBRK.BBerkshire Hathaway$2,280,508$9,054 ▲0.4%4,2821.1%FinanceBXBlackstone$2,244,447$639,633 ▲39.9%16,0571.1%FinanceGOOGLAlphabet$2,228,700$103,610 ▲4.9%14,4121.0%Computer and TechnologyAMZNAmazon.com$2,189,512$20,738 ▼-0.9%11,5081.0%Retail/WholesaleAEPAmerican Electric Power$2,009,505$7,103 ▼-0.4%18,3900.9%UtilitiesSPABSPDR Portfolio Aggregate Bond ETF$1,982,115$88,267 ▼-4.3%77,6080.9%ETFNOWServiceNow$1,950,543$313,679 ▼-13.9%2,4500.9%Computer and TechnologyPBUSInvesco MSCI USA ETF$1,944,958$107,278 ▲5.8%34,7190.9%ETFCVXChevron$1,803,731$4,851 ▲0.3%10,7820.8%EnergyJPMJPMorgan Chase & Co.$1,663,686$222,005 ▼-11.8%6,7820.8%FinanceQQQMInvesco NASDAQ 100 ETF$1,656,380$79,721 ▲5.1%8,5810.8%ETFAVNMAvantis All International Markets Equity ETF$1,613,958$80,995 ▲5.3%27,6780.8%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$1,598,959$48,231 ▼-2.9%39,2190.7%ETFSCHDSchwab US Dividend Equity ETF$1,372,793$136,194 ▲11.0%49,0980.6%ETFHDHome Depot$1,311,771$6,964 ▲0.5%3,5790.6%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$1,291,799$4,707,757 ▼-78.5%6,2560.6%ETFSDYSPDR S&P Dividend ETF$1,288,359$4,501,116 ▼-77.7%9,4960.6%ETFFTGSFirst Trust Growth Strength ETF$1,287,610$87,733 ▲7.3%43,2810.6%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,245,075$80,901 ▲6.9%21,2690.6%ManufacturingXOMExxon Mobil$1,209,624$4,876 ▲0.4%10,1710.6%EnergySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,182,288$64,789 ▲5.8%35,2920.6%ETFFDLFirst Trust Morningstar Dividend Leaders Index$1,161,281$2,389 ▼-0.2%26,7330.5%ETFNFLXNetflix$1,136,754$20,516 ▲1.8%1,2190.5%Consumer DiscretionaryVCSHVanguard Short-Term Corporate Bond ETF$1,117,821$138,543 ▼-11.0%14,1600.5%ETFPEPPepsiCo$1,049,386$103,604 ▲11.0%6,9990.5%Consumer StaplesVTIVanguard Total Stock Market ETF$1,008,071$278,951 ▲38.3%3,6680.5%ETFTYTri-Continental$1,002,168$65,204 ▼-6.1%32,6760.5%FinanceEOGEOG Resources$981,8050.0%7,6560.5%EnergyHONHoneywell International$933,210$11,223 ▼-1.2%4,4070.4%Multi-Sector ConglomeratesCOSTCostco Wholesale$903,220$8,512 ▼-0.9%9550.4%Retail/WholesaleCMCSAComcast$900,195$94,241 ▲11.7%24,3960.4%Consumer DiscretionaryATOAtmos Energy$876,674$27,362 ▼-3.0%5,6710.4%UtilitiesKMIKinder Morgan$871,543$2,625 ▲0.3%30,5480.4%EnergyQUALiShares MSCI USA Quality Factor ETF$835,564$2,051 ▼-0.2%4,8890.4%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$814,624$34,404 ▼-4.1%24,5070.4%ETFLMTLockheed Martin$799,342$63,894 ▲8.7%1,7890.4%AerospaceSGOViShares 0-3 Month Treasury Bond ETF$779,555$2,181,929 ▼-73.7%7,7440.4%ETFFPEFirst Trust Preferred Securities and Income ETF$767,237$1,777 ▲0.2%43,6180.4%ETFINTCIntel$761,374$103,580 ▲15.7%33,5260.4%Computer and TechnologyFIBKFirst Interstate BancSystem$758,866$75,867 ▲11.1%26,4870.4%FinanceKVUEKenvue$740,361$16,258 ▼-2.1%30,8740.3%Consumer StaplesIWRiShares Russell Mid-Cap ETF$735,522$37,686 ▼-4.9%8,6460.3%ETFTXNTexas Instruments$719,491$26,954 ▲3.9%4,0040.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$716,714$7,273 ▲1.0%1,2810.3%FinanceABBVAbbVie$696,351$92,176 ▼-11.7%3,3240.3%MedicalLOWLowe's Companies$675,667$5,598 ▼-0.8%2,8970.3%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$662,403$3,872,323 ▼-85.4%7,0720.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$632,816$22,720 ▼-3.5%17,3800.3%ETFEMEEMCOR Group$630,2190.0%1,7050.3%ConstructionLNCLincoln National$614,847$126,115 ▲25.8%17,1220.3%FinanceWMTWalmart$613,783$1,580 ▼-0.3%6,9910.3%Retail/WholesaleFIXDFirst Trust TCW Opportunistic Fixed Income ETF$605,622$10,127 ▼-1.6%13,8140.3%ManufacturingNEANuveen AMT-Free Quality Municipal Income Fund$601,272$34 ▼0.0%53,6850.3%Financial ServicesCIBRFirst Trust Nasdaq Cybersecurity ETF$597,751$27,279 ▲4.8%9,4880.3%ManufacturingTROWT. Rowe Price Group$552,216$57,417 ▲11.6%6,0110.3%FinanceAIRRFirst Trust RBA American Industrial Renaissance ETF$541,383$89,151 ▲19.7%7,9370.3%ManufacturingKRKroger$526,764$526,764 ▲New Holding7,7820.2%Retail/WholesaleAMGNAmgen$525,139$6,852 ▲1.3%1,6860.2%MedicalBACBank of America$516,033$12,561 ▲2.5%12,3660.2%FinanceJSMDJanus Henderson Small/Mid Cap Growth Alpha ETF$506,378$71,600 ▲16.5%7,2350.2%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$501,297$3,687 ▼-0.7%4,8950.2%ETFDISWalt Disney$498,348$1,579 ▼-0.3%5,0490.2%Consumer DiscretionaryNVSNovartis$494,860$494,860 ▲New Holding4,4390.2%MedicalMAMastercard$486,222$3,837 ▲0.8%8870.2%Business ServicesMETAMeta Platforms$480,108$9,222 ▼-1.9%8330.2%Computer and TechnologyPGProcter & Gamble$473,602$2,045 ▲0.4%2,7790.2%Consumer StaplesMSTRStrategy$468,4390.0%1,6250.2%Computer and TechnologySOSouthern$462,649$827 ▲0.2%5,0320.2%UtilitiesGOOGAlphabet$449,063$3,594 ▼-0.8%2,8740.2%Computer and TechnologyUNHUnitedHealth Group$447,806$8,380 ▼-1.8%8550.2%MedicalGSLGlobal Ship Lease$444,741$85,137 ▲23.7%19,4640.2%TransportationFTECFidelity MSCI Information Technology Index ETF$444,6210.0%2,7570.2%ETFTSLATesla$436,425$50,277 ▼-10.3%1,6840.2%Auto/Tires/TrucksIJRiShares Core S&P Small-Cap ETF$428,948$2,928 ▲0.7%4,1020.2%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$417,387$9,210 ▼-2.2%8,2930.2%FinanceMSMorgan Stanley$411,940$6,300 ▲1.6%3,5310.2%FinanceTAXFAmerican Century Diversified Municipal Bond ETF$410,220$1,237 ▼-0.3%8,2910.2%ETFSCHMSchwab U.S. Mid-Cap ETF$390,328$3,052,775 ▼-88.7%14,8980.2%ETFCSCOCisco Systems$377,987$10,059 ▲2.7%6,1250.2%Computer and TechnologySYKStryker$366,196$15,258 ▲4.3%9840.2%MedicalIBMInternational Business Machines$358,157$746 ▼-0.2%1,4400.2%Computer and TechnologyJJacobs Solutions$338,4920.0%2,8000.2%Business ServicesBSCSInvesco BulletShares 2028 Corporate Bond ETF$333,494$1,851,372 ▼-84.7%16,3880.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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